Michael O'Keeffe is a financial advisor at MOK Financial Planning & Tax, Inc. with 20 years of industry experience. He holds a Personal Financial Specialist (PFS™) designation and a Series 65 license. Prior to founding his current firm in 2017, he worked at Oakdale Wealth Management for 12 years. He is also a CPA registered in Maryland and provides tax preparation and bookkeeping services. MOK Financial Planning & Tax, Inc. offers discretionary portfolio management primarily for individuals, trusts, and estates, with additional consulting services including bookkeeping and investment analysis. The firm combines tax preparation with financial planning and constructs customized portfolios tailored to client objectives and risk tolerance, utilizing a range of investment instruments and strategies.

Theodore Wolfstich is a CFP® with 19 years of industry experience and has been principal of Wolfstich Capital, LLC since 2008. He serves as a board member of the Medfield Lions Club, a charitable organization. Wolfstich Capital, LLC is an independent firm providing fee-only financial planning and discretionary wealth management to individuals, high-net-worth clients, and charitable organizations. The firm customizes investment policies and portfolio construction using fundamental analysis and strategic asset allocation, managing accounts on a discretionary basis with periodic reviews and the option to delegate portfolio management to sub-advisors.

Stacie Skryz is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Lechner Associates since 2014. She is based in North Attleboro, MA, and focuses on comprehensive financial planning and wealth management. Lechner Associates is an independent, fee-only firm that serves approximately 125 clients with $94 million in assets under management. The firm provides non-discretionary portfolio management tailored through fundamental analysis and retirement modeling, offering both ongoing wealth management and hourly financial consultation services.

Marc Silk is a financial advisor at Silk Investment Advisors in Medfield, MA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at C. Silk And Sons since 2011 and has been associated with Delta Equity Services Corporation since 1998. Silk Investment Advisors provides discretionary portfolio management to individuals, high-net-worth clients, trusts, pension plans, and various business entities through separately managed accounts. The firm employs a long-term, patient Cash Rich Fallen Angel (CRFA) strategy focused on small and micro-cap securities, including non-U.S. issuers, and is notable for its concentrated positions and emphasis on balance-sheet analysis and turnaround prospects.

Stephen Lanczycki is a financial advisor at Value Financial Partners LLC with a Series 65 designation. He has experience at firms including Sun Life Financial and John Hancock, and currently holds a senior actuarial and finance governance role at Sun Life Financial. Value Financial Partners LLC is a newly registered investment adviser offering discretionary asset management and optional financial planning. The firm generally serves individuals, high-net-worth clients, trusts, small businesses, and estates, employing a passive, buy-and-hold investment approach grounded in modern portfolio theory.

Jan Hilfer is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He has worked at Edward Jones for nine years before founding Eisenhilfer Capital LLC, where he has been practicing since 2022. Eisenhilfer Capital LLC provides discretionary portfolio management and financial planning to individual investors, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing approaches such as fundamental analysis and modern portfolio theory, and offers educational seminars upon request.

Jeremy Bohne is a financial advisor at Paceline Wealth Management, LLC in Medfield, MA, holding a Series 65 designation with eight years of industry experience. He has worked at Brookfield Investment Management and has been with Paceline Wealth Management since 2017. Paceline Wealth Management provides investment advisory and wealth management services to individual and high-net-worth clients, focusing on long-term, fund-based portfolio construction using mutual funds, index funds, ETFs, and occasional individual securities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and specialized retirement plan consulting services, including vendor analysis, ERISA 404(c) assistance, and both 3(21) and 3(38) plan management options.

Robert Shuman is a CFA® charterholder and the sole advisor at Encore Investment Advisors, LLC, with four years of industry experience. Prior to founding Encore, he worked at Butterfield Asset Management for six years and had brief tenures at Northwestern Mutual Investment Services and Civic Financial Services in 2021. Encore Investment Advisors is a single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, and estates both domestically and internationally. The firm employs a long-term, asset-allocation driven investment approach using a mix of ETFs, mutual funds, equities, and fixed income, and provides both discretionary and non-discretionary management alongside financial planning services.

My Philosophy on Money While there is plenty of academic research that suggests money doesn’t make you happy once your basic needs are met, I do think it has a lot of potential to make you unhappy no matter how much you have. I, therefore, seek first and foremost to use money as a tool for achieving equanimity and peace of mind for my clients. My goal is not to help you maximize your net worth or income but instead to help you think through your values and act accordingly. Money, when handled correctly, can be an incredible tool for reducing stress, achieving a feeling of security for you and your family and giving you the freedom to pursue your dreams. My hope is that I can be a coach and guide to help you along that path. My Qualifications Other than your health, your money is perhaps the most personal and impactful area of your life. Just like with your doctor, trust is crucial. So why should you trust me to know what I’m doing? Here are a few of the things that I’ve done that have prepared me to handle your money with care and expertise. - I have nearly two decades of experience in financial services at multiple well-known firms, including Fidelity Investments, Charles Schwab and Goldman Sachs. - I have earned the well-regarded Chartered Financial Analyst (CFA) designation. If you’re unfamiliar with the CFA you can read more about it on the CFA Institute website, but the following is a brief excerpt: “The CFA designation is one of the most respected and recognized investment management designations in the world. To earn the charter, candidates must pass all three levels of the exam, which is considered to be the most rigorous exam in the investment profession … Less than one in five candidates who begin the program end up finishing … Candidates study approximately 1,000 hours on average to master 8,500 pages of curriculum. The CFA Program curriculum includes ethical and professional standards; financial reporting and analysis; corporate finance; economics; quantitative methods; equity; fixed income; alternative investments; derivatives; portfolio management; and wealth planning.” - I have an MBA in Finance from the Wharton School at the University of Pennsylvania, ranked by Forbes Magazine as the #1 MBA program in the country and by US News and Bloomberg BusinessWeek as among the top 3. On a personal note I live with my wife and two young children in Boston, Massachusetts where I enjoy spending as much time as possible outside with my family and appreciating everything the city has to offer. I’ve run nearly a dozen marathons, including a personal best of just under 2 hours 55 minutes at the 2017 Boston Marathon. In my spare time I love to learn about anything and everything and am an avid reader of books of all types.

Wendy Pyne is a financial advisor at Protegro, Inc. with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at Financial & Tax Architects and Gradient Advisors, LLC. Outside of her advisory work, she is a managing director at Polka Dot Powerhouse and a member of the Ashland Business Association. Protegro, Inc. is a small, independent registered investment adviser serving individuals, families—including high-net-worth clients—and small businesses. The firm provides discretionary portfolio management through third-party sub-advisors and offers financial and retirement planning while maintaining client relationships and monitoring investment objectives.

Mark Majka is a CFA® charterholder with 14 years of industry experience, currently serving as the sole advisor at MJM Investment Advisors, Inc. He has worked at Kastel Capital Advisors, LLC since 2019 and has been with MJM Investment Advisors since 2011. Since 2020, he has also served as an outsourced Chief Investment Officer for Pension and Wealth Management Advisors, providing investment research and portfolio construction input. MJM Investment Advisors, Inc. is a fee-only registered investment adviser that offers discretionary portfolio management to individuals and small institutions. The firm employs a combination of top-down asset allocation and bottom-up fundamental analysis across multiple equity and balanced strategies, with client communications including quarterly performance reports and an Investment Outlook.

Samuel Burns is a CFA® charterholder with 20 years of industry experience. He has led Mill Street Research LLC since 2016, providing independent investment research from Sherborn, Massachusetts. Mill Street Research delivers non-discretionary, data-driven investment analysis to institutional clients through a subscription model, focusing on asset allocation, sector and industry selection, and global stock selection without managing client assets or providing portfolio management services.

David Morton is the principal of Oliver Investments with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morton Wealth Advisors Inc. and Iqvestments, LLC. Outside of investment management, he operates Hyde Park Consulting LLC, a business consulting firm. Oliver Investments, LLC is a Massachusetts-registered investment adviser serving high-net-worth individuals, business entities, and pooled investment vehicles. The firm combines quantitative methods and fundamental research in a long-term, intrinsic value–oriented investment approach while employing risk-management tools and a structured five-step process.

Jason Burack is a financial advisor at Hawk Capital Management LLC in Millbury, MA, holding a Series 66 designation with 12 years of industry experience. He has been with Hawk Capital Management since 2014. Hawk Capital Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, families, trusts, and client-owned businesses. The firm employs a research-driven, fundamentally oriented investment approach focused on concentrated, long-only U.S. equity portfolios, incorporating strategies such as discounted cash flow analysis, leverage, options, and short-selling.

Christopher Benoit is a CFP® with seven years of experience in financial advisory services. He is the founder of CB Capital LLC, an independent firm based in North Smithfield, RI, where he has worked since 2018. Benoit is also Vice President of Anchor Auto Group, an auto dealership, and President of CB Capital Reinsurance Ltd., an automotive reinsurance company he established in 2014. CB Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, estates, trusts, and employer-sponsored retirement plans. The firm operates on a fee-only, fiduciary basis and offers specialized advisory services for automotive reinsurance companies, combining ERISA-level retirement plan advisory with niche expertise in the automotive insurance sector.

Eric Tetschner is a financial advisor with Tetschner Financial Services in Ashland, MA, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience and has operated his independent advisory firm since 2007. Prior to and alongside his advisory work, he has been affiliated with LPL Financial. Tetschner Financial Services provides advisory and financial planning services primarily to pooled vehicles and institutional clients, offering consultative, non-transactional guidance tailored to client needs. The firm employs a variety of investment approaches, including Modern Portfolio Theory and quantitative methods, and typically recommends diversified vehicles such as mutual funds and ETFs.

Jeffrey Pereira is the principal of JBP Financial LLC and holds a Series 66 designation with 21 years of industry experience. He previously worked at Atlantis Asset Management for nine years before establishing his current firm. Outside of advisory services, he has been involved in selling life insurance since 2006, which accounts for a small portion of his time. JBP Financial LLC is an independent investment adviser serving a limited client base with portfolio management and integrated financial planning. The firm combines various analytical approaches with disciplined asset allocation and rebalancing, primarily managing assets on a non-discretionary basis.

Steven Kruger is the sole advisor at Foresight Investing in Framingham, MA, holding a Series 65 designation and bringing 29 years of industry experience. He has managed Foresight Investing since 1996. Foresight Investing provides discretionary portfolio management to high-net-worth individuals, focusing on microcap growth equities primarily listed on NASDAQ. The firm employs a strategy combining fundamental and technical analysis, typically holding stocks for tax efficiency, and uses a performance-based compensation model for qualified clients.

Mitchell Zides is a CFP® professional with 19 years of experience in the financial industry. He is the sole advisor at Constant Guidance Financial, LLC, an independent firm based in North Attleboro, MA. Prior to founding his firm, he has worked with Pioneer Institutional Asset Management, Inc. and Pioneer Funds Distributor, Inc. Additionally, he is a licensed real estate agent, dedicating a small portion of his time to that activity outside of trading hours. Constant Guidance Financial is a fee-only, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a client-specific investment approach using fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with a focus on fiduciary standards and institutional custodian support.

Jeremy Hartman is the sole advisor at his independent firm in Hopkinton, Massachusetts, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has operated as a sole proprietor since 2008. In addition to financial advisory services, he is a seasonal income tax preparer, working on personal tax returns each year from January through April. Hartman primarily serves individual clients, including trusts and estates, managing about 60 client relationships and $1.55 million in assets. His firm offers portfolio management along with financial, retirement, college, estate, and insurance planning, employing a tailored investment approach that uses both fundamental and technical analysis across various asset classes. The firm utilizes separately managed account platforms with limited discretionary authority, avoiding custody or direct trade execution.